Nathaniel
Yurica
The Institute
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About this Advisor
Nathaniel Yurica is a financial advisor based in Littleton, Colorado, working with The Institute. Nathaniel has previously held positions at American River College, Concert Wealth Mgt, Inc, Capital Guardian LLC, International Assets Advisory, LLC, Institute For Wealth Advisors, Inc, Lantern Investments, Inc, and Institute For Wealth Management LLC. Nathaniel has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Nathaniel is part of The Institute, which operates out of Littleton, Colorado. The firm has 6 offices and 2 employees. The firm manages assets totaling $926.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at The Institute includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Institute Brokerage Details
$926,916,698
2
1,787
$518,700
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Nathaniel Yurica Work History
Institute For Wealth Management LLC
Institute For Wealth Advisors, Inc
Concert Wealth Mgt, Inc
Capital Guardian LLC
International Assets Advisory, LLC
Lantern Investments, Inc
American River College
Disclosures
Please visit the SEC profile of Nathaniel Yurica to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Institute
Littleton, CO
Seattle, WA
Seattle, WA
Seattle, WA
Littleton, CO
Littleton, CO
Seattle, WA
Littleton, CO
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
